Tax Manager 
 Irvine, CA          $175,000 - $200,000       Direct, Full-Time        Onsite          Family Office


ABOUT THE COMPANY                                                                    

Our client is an early-stage investment firm committed to helping create incredible technology companies. We look for businesses capable of long-term growth and teams with the potential to fundamentally shift markets for the common good.


WHAT YOU WILL BE DOING
 

• Manage and liaise with clients, and their advisors, including banking, investment, insurance, etc.
• Day-to-day management of Family Office staff with regard to client work, ensuring all work is completed timely, efficiently, effectively, and thoroughly reviewed and processed
• Heavy review of checks, bank reconciliation reports, investment reporting, budgets, payroll tax returns, bank application forms, PFS, and various projects as needed
• Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, being proactive, and responsive
• Train and mentor lighter level associates
• Flexibility in schedule (able to work nights and weekends when necessary).
• Some travel within the Tri-state area required
• Assist with long-term financial planning for clients
• Review and maintain tax records to facilitate preparation of tax returns for various individual, family partnerships, LLC’s, trusts and charitable entities.
• Monitor tax compliance and tax status. Respond to IRS notices
• Review payments including wires, ACH payments, and checks for investment calls/subscriptions, redemptions, real
• estate/household income/disbursements, loan payments and trust distributions and annuity payments
• Assist in developing and implementing appropriate controls and procedures including systems and workflows
• Oversee and manage the calendar of current and/or recurring payments
• Partner with the Family Office Leader to build the infrastructure of the family office by improving technological resources

• Bachelor’s degree
• Big four or public accounting experience
• Must have active CPA or equivalent certification
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Minimum 7+ years relative Family Office experience or accounting firm experience
• Extensive knowledge about investments and partnerships
• Able to problem solve and think both creatively and logically
• Must have knowledge of current tax laws
• Able to work alone or as part of a team in a fast-paced environment with emphasis on accuracy and timeliness
• Diplomatic, tactful and discrete concerning confidential information
• Proficient technology skills, including experience in Microsoft Office, Sage Intacct, Adobe, and Excel